Data centers are going through a revolution. More inexpensive, quicker, and more power-efficient processors are starting to displace Intel—which traditionally had captured over 90% of all processor revenue. Accelerators, dominated by GPUs, will become the dominant processors for new workloads, growing 21% at an annual rate to $41 billion by 2030.
Almost all software developers write code on Intel's x86 PCs running Windows or Mac operating systems.
- Apple plans to transition Macs from x86 to ARM-based central processing units (CPUs) over the next two years.
- Microsoft is doubling down on its efforts to support Windows on ARM processors.
ARM & RISC-V Could Become The New Processor Standards By 2030ARM and RISC-V are likely to displace Intel's x86 in the cloud. Together they could grow 45% per year to reach $19 billion in CPU revenue and $100 billion in server revenue by 2030.
How do programmers respond? We believe that PCs and servers adopting ARM processors will create the first ecosystem with sufficient scale, tooling, and assistance to challenge Intel's x86.
GPUs, Tensor Processing Units (TPUs), and Field Programmable Gate Arrays (FPGAs) will continue to rule the market for the next years, changing the world of gaming and other software development areas. The future is about the corner, so programmers can analyze the expected changes in their fields today.